Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 221.45

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3:59 PM EST

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To: dougSF30 who wrote (133643)	9/23/2004 8:33:39 PM
From: TGPTNDR	Read Replies (2) of 275872

Doug, Re: <Perhaps you should place me on ignore.> Unlikely. Only Engle went on ignore and then only 'till I decided to drive him out. You didn't answer any of the questions. At this point I'd like to question why you think AMD must sell X Sempron 3100+ parts. Is that a management demand, a customer demand, or simply a debating point? I question your assertion that Sempron 3100+ production, at this point, would be more expensive on 130Nm -- while agreeing that production on the smaller size may make sense for other reasons. Could you expound on your reasons for that assertion? I question why you think AMD must sell X Sempron 3100+ parts. Is that a management demand, a customer demand, or simply a debating point Why do you think AMD is using it's next generation process to produce loss-leaders? Just how much trouble is the 90Nm cache in? -tgp

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